Resource Hub | EVERFI

Platform Selector

The following article applies to the new assignment functionality and logic on Foundry. To determine if this article applies to the features in your Foundry account, please refer to the section this page called “Which Version of Assignments Are You Using?”

Assignments on Foundry can be classified under 4 different statuses each with varying permissions of what administrators can do to adjust settings and how they display on the admin and the learner dashboards.

This guide will clarify what is possible for each of these states and when each may be most useful for an administrator.

Quick Assignment Statuses

Status	Scheduled	Started	Archived
Why Use This?	I want to set up my assignment ahead of time so I am not rushing on the planned start date.	On and after the Start Date, this is how I know invitations went out to learners.	I want to stop allowing all progress in this assignment and move it to the "Deactivated" tab.
Can I edit the assignment?	Yes, as long as it is before the Start Date.	Only Due Date, Archive Date, and Reminder schedule.	Only Assignment Name.
Can I add learners?	Yes	Yes	No
Invitations	No invites	Invites go out to scheduled learners on the Start Date. Anyone added later on will receive the invite when assigned.	No invites
Reminders	No reminders	Reminders go out as scheduled.	No reminders
Learner Dashboard	No Card Visible	Visible on Open tab until completed.	Visible on Closed tab if incomplete, but cannot click into the course. If complete, the learner can click "Review Content."
Learner Status (on Training Progress Report)	Not Started, Selected	Individual progress /participation status (Not Started, In Progress, Complete, Past Due)	Closed
Can I unassign learners?	Yes	Yes	Yes, if assignment is not completed.
Can learners be reassigned this content in the future?	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.	Yes. If the first assignment is Archived and another assignment is created in the same Training Period, the learner will only see the course once on their dashboard with one progress record of the first assignment. The due date and status will reflect the new assignment. If the new assignment is in a different Training Period, the learner will see a new assignment on their dashboard that they did not start yet.
Can I archive the assignment?	Yes. The assignment will change to "Archived" and all learners are unassigned.	Yes. The assignment will change to "Archived" and all learners' assignments will be "Closed" meaning they cannot continue progress.	No. It is already Archived.

	Status
	Scheduled
	Started
	Archived

	Why Use This?
	I want to set up my assignment ahead of time so I am not rushing on the planned start date.
	On and after the Start Date, this is how I know invitations went out to learners.
	I want to stop allowing all progress in this assignment and move it to the "Deactivated" tab.

	Can I edit the assignment?
	Yes, as long as it is before the Start Date.
	Only Due Date, Archive Date, and Reminder schedule.
	Only Assignment Name.

	Can I add learners?
	Yes
	Yes
	No

	Invitations
	No invites
	Invites go out to scheduled learners on the Start Date. Anyone added later on will receive the invite when assigned.
	No invites

	Reminders
	No reminders
	Reminders go out as scheduled.
	No reminders

	Learner Dashboard
	No Card Visible
	Visible on Open tab until completed.
	Visible on Closed tab if incomplete, but cannot click into the course. If complete, the learner can click "Review Content."

	Learner Status (on Training Progress Report)
	Not Started, Selected
	Individual progress /participation status (Not Started, In Progress, Complete, Past Due)
	Closed

	Can I unassign learners?
	Yes
	Yes
	Yes, if assignment is not completed.

	Can learners be reassigned this content in the future?
	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.
	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.
	Yes. If the first assignment is Archived and another assignment is created in the same Training Period, the learner will only see the course once on their dashboard with one progress record of the first assignment. The due date and status will reflect the new assignment. If the new assignment is in a different Training Period, the learner will see a new assignment on their dashboard that they did not start yet.

	Can I archive the assignment?
	Yes. The assignment will change to "Archived" and all learners are unassigned.
	Yes. The assignment will change to "Archived" and all learners' assignments will be "Closed" meaning they cannot continue progress.
	No. It is already Archived.

Automated Assignment Statuses

Status	Scheduled	Started	Closed	Archived
Why Use This?	I want to set up my assignment ahead of time so I am not rushing on the planned start date.	On and after the Start Date, this is how I know invitations went out to learners.		I want to stop allowing all progress in this assignment and move it to the "Deactivated" tab.
Can I edit the assignment?	Yes, as long as it is before the Start Date.	Only Due Duration, Archive Date, and Reminder schedule.	Only Archive Date	Only Assignment Name.
Can I add learners?	Yes	Yes	No, but learners already assigned can continue making progress.	No
Invitations	No invites	Invites go out to scheduled learners on the Start Date. Anyone added later on will receive the invite when assigned.	No invites	No invites
Reminders	No reminders	Reminders go out as scheduled.	Reminders go out as scheduled.	No reminders
Learner Dashboard	No Card Visible	Visible on Open tab until completed.	Visible on Open tab until completed.	Visible on Closed tab if incomplete, but cannot click into the course. If complete, the learner can click "Review Content."
Learner Status (on Training Progress Report)	Not Started, Selected	Individual progress /participation status (Not Started, In Progress, Complete, Past Due)	Individual progress /participation status (Not Started, In Progress, Complete, Past Due)	Closed
Can I unassign learners?	Yes	Yes	Yes	Yes, if assignment is not completed.
Can learners be reassigned this content in the future?	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.	Yes. If the first assignment is Archived and another assignment is created in the same Training Period, the learner will only see the course once on their dashboard with one progress record of the first assignment. The due date and status will reflect the new assignment. If the new assignment is in a different Training Period, the learner will see a new assignment on their dashboard that they did not start yet.
Can I close the assignment?	Yes. The assignment will change to "Closed" and all learners are unassigned.	Yes. The assignment will change to "Closed" and no new learners can be added. Learners already assigned can continue progress.	No. It is already Closed.	No. It is already Closed.
Can I archive the assignment?	Yes. The assignment will change to "Archived" and all learners are unassigned.	Yes. The assignment will change to "Archived" and all learners' assignments will be "Closed" meaning they cannot continue progress.	Yes. The assignment will change to "Archived" and all learners' assignments will be "Closed" meaning they cannot continue progress.	No. It is already Archived.

	Status
	Scheduled
	Started
	Closed
	Archived

	Why Use This?
	I want to set up my assignment ahead of time so I am not rushing on the planned start date.
	On and after the Start Date, this is how I know invitations went out to learners.

	I want to stop allowing all progress in this assignment and move it to the "Deactivated" tab.

	Can I edit the assignment?
	Yes, as long as it is before the Start Date.
	Only Due Duration, Archive Date, and Reminder schedule.
	Only Archive Date
	Only Assignment Name.

	Can I add learners?
	Yes
	Yes
	No, but learners already assigned can continue making progress.
	No

	Invitations
	No invites
	Invites go out to scheduled learners on the Start Date. Anyone added later on will receive the invite when assigned.
	No invites
	No invites

	Reminders
	No reminders
	Reminders go out as scheduled.
	Reminders go out as scheduled.
	No reminders

	Learner Dashboard
	No Card Visible
	Visible on Open tab until completed.
	Visible on Open tab until completed.
	Visible on Closed tab if incomplete, but cannot click into the course. If complete, the learner can click "Review Content."

	Learner Status (on Training Progress Report)
	Not Started, Selected
	Individual progress /participation status (Not Started, In Progress, Complete, Past Due)
	Individual progress /participation status (Not Started, In Progress, Complete, Past Due)
	Closed

	Can I unassign learners?
	Yes
	Yes
	Yes
	Yes, if assignment is not completed.

	Can learners be reassigned this content in the future?
	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.
	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.
	Yes. If assigned in the same Training Period, the learner will only see the course once on their dashboard with one progress record. If assigned in a different Training Period, the learner will see the course twice on their dashboard and have two progress records.
	Yes. If the first assignment is Archived and another assignment is created in the same Training Period, the learner will only see the course once on their dashboard with one progress record of the first assignment. The due date and status will reflect the new assignment. If the new assignment is in a different Training Period, the learner will see a new assignment on their dashboard that they did not start yet.

	Can I close the assignment?
	Yes. The assignment will change to "Closed" and all learners are unassigned.
	Yes. The assignment will change to "Closed" and no new learners can be added. Learners already assigned can continue progress.
	No. It is already Closed.
	No. It is already Closed.

	Can I archive the assignment?
	Yes. The assignment will change to "Archived" and all learners are unassigned.
	Yes. The assignment will change to "Archived" and all learners' assignments will be "Closed" meaning they cannot continue progress.
	Yes. The assignment will change to "Archived" and all learners' assignments will be "Closed" meaning they cannot continue progress.
	No. It is already Archived.

Closed vs. Archived for Automated Assignments: Impact on Learners

	Closed	Archived
Will reminders still be sent?	Yes	No
Can learners continue making progress in their assignments?	Yes	No
Can I add new learners?	No	No
Can I unassign learners?	Yes	Yes, only if not complete
Can learners review their courses?	Yes	Only if completed

	Will reminders still be sent?
Closed	Yes
Archived	No

	Can learners continue making progress in their assignments?
Closed	Yes
Archived	No

	Can I add new learners?
Closed	No
Archived	No

	Can I unassign learners?
Closed	Yes
Archived	Yes, only if not complete

	Can learners review their courses?
Closed	Yes
Archived	Only if completed

LawRoom, CampusClarity, Homeroom

This feature is not available on this platform.

Foundry Assignment Status Guide

This feature only applies to Foundry

Quick Assignment Statuses

Automated Assignment Statuses

Closed vs. Archived for Automated Assignments: Impact on Learners

LawRoom, CampusClarity, Homeroom